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About Pipedrive

Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.

Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.

Join more than 100,000 sales teams around the world that use the CRM rated #1 by TrustRadius in 2021. Start your free 14-day trial and get full access – no credit card needed.

About Second CRM

Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.

Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.

About Sales Creatio

Sales Creatio is an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom. It enables companies to automate their entire sales cycle, from lead generation to repeat sales. Sales Creatio allows users to manage sales processes of any type and complexity, from short e-commerce deals to complex B2B sales.

Key features of Sales Creatio:
* 360-Degree Customer View
* Lead Management
* Opportunity Management
* Orders and Invoices
* Business Process Management
* Field Sales Management
* Sales Forecasting
* Contract Management
* Product Management
* Document Flow Automation
* Collaboration Tools
* Project Management
* Mobile Sales
* Knowledge Management

With Sales Creatio, sales professionals can easily build a 360-degree customer view and accelerate sales performance via intelligent goal setting, forecasting, and analytics. They can also easily keep track of lead pipelines, manage channel sales, and run all of their client communications on one platform.

Featuring extensive no-code and AI\ML capabilities, Sales Creatio enables users to create highly automated sales workflows and utilize predictive/prescriptive analytics in daily sales activities. This includes lead scoring, churn prediction, NBO/NBA, intent analysis, and many more. There are also hundreds of composable apps and add-ons available for Sales Creatio on Creatio Marketplace.

*About Creatio *
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.

Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.

Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

  • Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.

  • Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.

  • Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

  • Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.

  • Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.

Summary

  • Data driven Standard Process: We promote business automation and data driven approach to manage any business looking to scale. Implementing standard business processes with automated workflows, and escalating any anomalies with real-time dashboards and KPI’s are MUST for a predictable business growth and scaling up.

  • Always there for Customers: We offer multiple support options via email, phone, skype or even Whatsapp, whatever customers prefer, as long as they are using our products. Multiple implementation and support packages are available to meet the needs of every business.

  • No Big Bang Approach: We encourage businesses to start with basic automation and then slowly add advanced features as they scale. This way businesses don’t have to fork out a big amount upfront, without seeing any tangible returns and also it helps in smoother transition for employees.

  • Asian Products: We develop all our products keeping in mind local regulations and the needs of Asian SME businesses. From supporting all Asian languages, currencies and taxation, offer billing in local currencies, to having customer support guys speak local language, goes a long way to establish ourselves as the first choice among Asian businesses.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Starting from $10/user/month

    Get started with the very basic automation features and then slowly add more advanced features like sales force automation and customer service, as you become ready to scale.No Setup Fee. Monthly fee includes user licence, hosting, technical support, daily backups, bug fixes, updates and online video training.

SECOND CRM FOUNDATION

$10.00
1 user(s) / month
Included in plan:
  • Customer Database
  • Plan and Track Customer interactions
  • Calendaring and Reminders
  • Tasks Management (Kanban)
  • Send Email and SMS
  • Manage Multiple Email Accounts
  • Employee database
  • User directory & Messaging
  • HR Policy documents
  • Leaves Management
  • Claims Management
  • Passport and Visa expiry alerts
  • Meetings Management
  • Document Management
  • Company Announcement and Message Board
  • Manage Expenses and Office Bills
  • Track Payments (Claims and Bills)
  • Reports, Charts and Custom Dashboards

SALES

$36.00
1 user(s) / month
Included in plan:
  • Capture leads from email, website and social media
  • Append your Leads info with powerful data enrichment
  • Manage follow ups (appointments, meetings, reminders)
  • Email and SMS Campaigns to keep your leads warm
  • Track opportunities and sales pipeline
  • Manage sales team and track activities
  • Generate and send quotes and invoices
  • Manage sales orders and delivery orders
  • Manage payments and receipts
  • Sync data with Quickbooks, Xero
  • Set sales target and track performance
  • Generate sales reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

SERVICE

$36.00
1 user(s) / month
Included in plan:
  • Segment customers for better Account Management
  • Manage service team and track activities
  • Customer selfservice portal for creating and tracking service requests
  • Manage service contracts with expiry alerts
  • Track customer requests (tickets) with escalation
  • Email automation - auto response, ticket creation and assignment
  • Manage FAQ's and Knowledge base
  • Design and execute customer survey (CSAT, NPS)
  • Generate service reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

Pricing

Enterprise

$60.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

Team

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$35.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

FAQs

    What are some applications this service is commonly used in tandem with?
  • Pipedrive is commonly used with Zapier, Microsoft Team, and Slack

  • Does this service integrate with any other apps?
  • Pipedrive integrates with over 300 third-party applications, including Dropbox, Zapier, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

  • What is this service generally used for?
  • Pipedrive is used as a CRM tool.

  • Who are the main user groups of this service?
  • Sales and marketing departments in small and mid-sized businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials, as well as a community forum.

  • What platforms does this service support?
  • This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

  • Does this service offer an API?
  • It offers REST API.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Second CRM offers Customer support via Phone, WhatsApp and Email. And provides an online customer support Portal that includes user manual, video tutorials, faq, Online Live chat

  • Does this service integrate with any other apps?
  • Connect with your favorite apps:
    Accounting Software - QuickBooks, Xero
    eCommerce - WooCommerce, Shopify, Magento
    Contacts & Calendar - Google, Office 365
    SMS - Clickatell
    Payments - Stripe, eGHL, eNETS
    Logistics - EasyParcel

  • Who are the main user groups of this service?
  • Small sized single location companies to large regional enterprises, across multiple industries and geographies.

  • What is this service generally used for?
  • Manage Sales & Marketing, Customer Support and Business Operations

  • What platforms does this service support?
  • Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.

  • What are some applications this service is commonly used in tandem with?
  • Contacts & Calendaring, Email Marketing, SMS gateway, Payment gateway, Accounting/ERP software, eCommerce platform/Marketplace, Logistics, Integration with landing pages, etc

  • Does this service offer an API?
  • Second CRM offers two-way REST based web APIs to integrate with third-party applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.

FAQs

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.97k

Other

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, Portuguese, French, Estonian, Norwegian, Dutch, Korean, Japanese, Turkish, Finnish, German, Italian, Ukrainian, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses Second CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Malay, Indonesian, Thai, Vietnamese, Chinese, Czech, Arabic, French, Hungarian, Dutch, Italian, Russian, Tamil, Swedish, Spanish, Turkish
Regional Restrictions:
No restrictions.

Other

Who uses Sales Creatio
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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